Posts you may be interested in

Donor Advised Funds bring tax efficiency, flexibility to year-end giving
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

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Webinar Replay: Strategic Thinking About Your Business and Personal Future
Posted in
  • Financial Planning
  • Trust & Estate Planning

Register today and join industry experts Jack Beauregard, Founder and CEO of Successful Transition Planning Institute, a nationally recognized expert on transition planning, who along with our internal expert, Carolyn Macedo, will share proven methods that help business owners think and plan for their business and personal futures.

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